Jimmy Schaefer
Financial Advisor, ChFC®, CLU®
My Mission is to help people live Financially Free by organizing their Finances and Planning for the future. We achieve this by putting together a Comprehensive & Personalized Plan to Maximize Strategies with your Investments and Insurance.
Our first meeting is simply a chance to get to know each other, and to map out your current picture with your future plans. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, I will work with you to define your vision of a secure future, provide solutions that maximize efficiency in line with that vision, and work towards achieving results.
Feel free to reach out to me for a Complimentary Discovery Consultation!